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Watsco
WSO

Overview Fund Activity

494 hedge funds and large institutions have $9.42B invested in Watsco in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 186 increasing their positions, 172 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
-25
Holders Change %
-4.82%
% of All Funds
7.82%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
45
Increased
186
Reduced
172
Closed
64
Calls
$16.1M
Puts
$9.6M
Net Calls
+$6.46M
Net Calls Change
+$262K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$476M
2
BlackRock
BlackRock
New York
$1.15B
3
Victory Capital Management
Victory Capital Management
Texas
$36.2M
4
Charles Schwab
Charles Schwab
California
$352M
5
State Street
State Street
Massachusetts
$276M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$15.6M
2
Citadel Advisors
Citadel Advisors
Florida
$11.2M
3
Millennium Management
Millennium Management
New York
$691K
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$37.1M
5
DCM
Driehaus Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
501
Edgestream Partners
New Jersey
– -$1.95M -6,232 Closed
WMSA
502
Weiss Multi-Strategy Advisers
New York
– -$1.89M -6,027 Closed
MLICM
503
Metropolitan Life Insurance Company (MetLife)
New York
– -$1.85M -5,903 Closed
NA
504
NewEdge Advisors
Louisiana
– -$1.8M -5,737 Closed
Marshall Wace
505
Marshall Wace
United Kingdom
– -$1.66M -5,303 Closed
SM
506
Sciencast Management
New Jersey
– -$1.54M -4,991 Closed
DTL
507
Dynamic Technology Lab
Singapore
– -$1.43M -4,569 Closed
EGM
508
Engineers Gate Manager
New York
– -$1.29M -4,137 Closed
Pacer Advisors
509
Pacer Advisors
Pennsylvania
– -$1.07M -3,425 Closed
Allianz Asset Management
510
Allianz Asset Management
Germany
– -$995K -3,179 Closed
PCM
511
Prelude Capital Management
New York
– -$944K -3,016 Closed
ACM
512
AlphaStar Capital Management
North Carolina
– -$773K -2,594 Closed
PP
513
Paloma Partners
Connecticut
– -$795K -2,540 Closed
SSA
514
Schonfeld Strategic Advisors
New York
– -$751K -2,400 Closed
OTPPB
515
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$734K -2,347 Closed
PTC
516
Private Trust Company
Ohio
– -$682K -2,181 Closed
ETC
517
Exchange Traded Concepts
Oklahoma
– -$652K -2,084 Closed
RCM
518
Radnor Capital Management
Pennsylvania
– -$618K -1,975 Closed
Mackenzie Financial
519
Mackenzie Financial
Ontario, Canada
– -$616K -1,968 Closed
GTCM
520
Gyon Technologies Capital Management
New Jersey
– -$608K -1,942 Closed
JCIA
521
Jackson Creek Investment Advisors
Colorado
– -$557K -1,779 Closed
A
522
Astrantus
Cyprus
– -$438K -1,400 Closed
QT
523
Quantbot Technologies
New York
– -$425K -1,360 Closed
AA
524
ALPS Advisors
Colorado
– -$418K -1,336 Closed
VIA
525
Vident Investment Advisory
Georgia
– -$383K -1,225 Closed
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